Paraplanner

Trinity Wealth Management is a firm of fee-based independent Financial Planners in St Albans providing Pension, Investment & Protection advice to high net-worth clients.

We take a holistic approach to financial planning and investment management. Our aim is to build long-lasting relationships with our clients by providing a high-quality bespoke service to meet their individual needs. Being a Christian company, we focus on Biblical Financial Planning although we do support non-Christian clients too.

We are looking for an experienced Paraplanner to join our team of Planners, Paraplanners, and Administrators. The purpose of the role is to be a pivotal part of our advisory team in providing high-quality bespoke financial planning, with wealth management and investment strategies to develop long-standing relationships with our clients, whilst upholding the values of the company.